TypeSafe AI Meets Audit-Proof Finance
Live · Wednesday, October 7, 2026 · 1:00 PM PT · 60 minutes
About this session
Open your AR collections inbox on any Monday. There is a customer saying they will pay invoice 40721 on the 15th. Another says invoice 40733 has the wrong PO number. A third wants proof of delivery before releasing payment. Someone on your team reads each email, decides what it is, updates the ERP, and moves on. Hundreds of times a week.
That person is making a judgment call every time, and nobody writes down why. So when an auditor asks why a dispute was closed, or why dunning stopped on an account, your team goes digging through email threads to rebuild the answer.
AI can read those emails faster than any person. The harder question is what happens when it is unsure, and whether you can show an auditor what it did. That is what this session is about.
We will take one AR email and follow it all the way through: Jev reads it and says how sure it is, your rules decide what happens next, and every step gets written down so an auditor can follow it later. No slides about the future of AI. Just one workflow, start to finish.
What you will see live
One real email through the whole process, live.
An email arrives. "Hi, invoice 40721 is approved and will be paid on the 15th. Invoice 40733 has the wrong PO number, please reissue."
Jev reads it and makes a call. Jev splits the email into two items and labels each one with a confidence score: invoice 40721 as a payment commitment due the 15th, and invoice 40733 as a dispute over a PO mismatch.
Your rules decide what happens next, written in plain English. If it is a payment commitment above your confidence threshold, record the promise-to-pay date and pause reminders until then. If it is a dispute, open a case, attach the email, and assign it to the AR owner for that customer. If confidence falls below the threshold, send it to the review queue with Jev's top two guesses.
A person handles the unclear cases. A reviewer opens the queue, sees the suggestion, and confirms or corrects it in one click. That choice is recorded too.
The audit trail. Click any invoice and see its full history: the original email, what Jev decided and how sure it was, the rule that fired, who reviewed it, and what changed in the ERP.
Then the week at a glance: how many emails came in, how many were handled automatically, how many needed a person, and the time and cost per item compared with doing it by hand.
How the session runs
60 minutes, structured for finance leaders.
- 0 to 5 min. Framing the speed versus audit trade-off.
- 5 to 25 min. Live demo, one AR email from inbox to ERP update, with the audit trail.
- 25 to 40 min. The week at a glance: volume, exceptions, time and cost per item.
- 40 to 50 min. Customer or partner perspective on control and economic outcomes.
- 50 to 60 min. Q&A.
What you will leave with
You can stay in control. Nothing happens that you cannot explain. Every threshold is yours to set, and every action traces back to a rule you wrote in plain English. When the auditor comes, your team is not reconstructing anything. It is already written down.
The math works. Cases clear faster and cost less. Your people spend their time on the calls that need judgment instead of the ones a confident model already handled, and you can watch the exception rate drop week over week with the numbers to back it up.
The AR Audit-Readiness Checklist. Register and we will send you a one-page checklist: the four questions an auditor will ask about any decision your automation makes. What decided this, and on what basis? How sure was it, and what was the bar it had to clear? Did a person review it, and when? Where is the record, and can you pull it up on request? Run your current AR or close process against it and see where you stand.
Who should attend
- Controllers and Assistant Controllers
- CFOs and VPs of Finance
- Heads of Record-to-Report and Order-to-Cash
- F&A Shared Services and GBS leaders
- Internal Audit and Compliance leaders responsible for close and collections governance
Built for companies of 500 to 5,000 employees across manufacturing, logistics, healthcare, banking, retail, technology and CPG.
Want it on your own workflow instead?
Skip the webinar and book a private session. Bring your messiest AR or close cases and we will walk through them together: how they would get sorted, who would review what, and what your audit trail would look like on day one.